Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Dolby Laboratories Q1 FY2026 Earnings Call - Raises Full-Year Guidance After Early Deals and $7M True-Up
Dolby reported a stronger-than-expected start to fiscal 2026 with revenue of $347 million and non-GAAP EPS of $1.06, both above the high end of guidance. Licensing was $320 million, product and servic...
- Revenue $347 million, above the high end of guidance, driven by earlier-than-expected deals and a $7 million favorable true-up for Q4 shipments.
- Non-GAAP EPS $1.06, also above the high end of prior guidance.
- Licensing revenue $320 million; product and services revenue $27 million.
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Deckers Brands Q3 Fiscal 2026 Earnings Call - HOKA Fuels Revenue Raise While Tariffs Loom
Deckers blew past expectations in Q3, driven by a breakout HOKA and a record UGG quarter, allowing management to raise full-year guidance. Revenue reached $1.96 billion, up 7% year over year, with HOK...
- Q3 revenue $1.96 billion, up 7% year over year, beating prior expectations.
- HOKA led the quarter with 18% revenue growth to $629 million, contributing $98 million incremental revenue versus last year.
- UGG delivered a record quarter at $1.3 billion, up 5% year over year and adding $61 million incremental revenue.
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Schneider National Fourth Quarter 2025 Earnings Call - Supply Rationalization Underway, 2026 Guide $0.70-$1.00
Schneider reported a disappointing fourth quarter after November and much of December came in far softer than expected, driven by a truncated peak season, severe Midwest weather and unplanned auto pro...
- Q4 results missed expectations: revenues ex-fuel $1.3 billion (+4% y/y), adjusted income from operations $38 million (-15% y/y), adjusted diluted EPS $0.13 vs $0.20 prior year.
- Weakness concentrated in November and much of December, blamed on a truncated peak season, severe Midwest weather and unplanned automotive production shutdowns affecting dedicated volumes.
- Management observed a sharp late-December tightening tied to capacity exits, which they attribute to regulatory enforcement rather than a short-term event; expect capacity normalization to play out over quarters.
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ResMed Q2 FY2026 Earnings Call - Margin Lift and GLP-1 Tailwind Turn Noise into Growth
ResMed reported a strong December quarter: $1.42 billion in revenue, mid-teens EPS growth, and gross-margin expansion driven by supply-chain gains. Management highlighted accelerating masks and access...
- Revenue $1.42 billion in Q2 FY2026, up 11% headline and 9% on a constant currency basis.
- GAAP diluted EPS rose 16% year-over-year; net income increased about 15% for the quarter.
- Gross margin expanded by ~110 basis points year-over-year and is now in the low 60s, with FY26 guidance for gross margin of 62% to 63%.
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MaxLinear Fourth Quarter 2025 Earnings Call - Infrastructure DSP Ramp Set to Drive 2026 Growth (Keystone $100-$130M)
MaxLinear called 2025 an inflection year, exiting with 30% revenue growth for the year and a sharply accelerating infrastructure business. Management pointed to Keystone PAM4 DSP ramps at major hypers...
- Total revenue for Q4 2025 was $136.4 million, up 48% year over year and up 8% sequentially.
- Management calls 2025 an inflection year, citing 30% full-year revenue growth and sustained momentum into 2026.
- Infrastructure revenue was approximately $47 million in Q4 and grew 76% year over year, now scaling rapidly.
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SkyWest Inc. Q4 2025 Earnings Call - Operating leverage rises as E175 extensions lock in long-term demand
SkyWest closed 2025 with clear momentum and a cautious edge. Q4 GAAP net income was $91 million, or $2.21 per diluted share, and full-year net income was $428 million, or $10.35 per diluted share. Man...
- Q4 2025 GAAP net income was $91 million, or $2.21 per diluted share; full-year net income was $428 million, or $10.35 per diluted share.
- Pre-tax income for 2025 was $566 million, up 31% year over year on a 15% increase in block hours, highlighting strong operating leverage.
- SkyWest announced multiyear extensions for 40 E175s with United and 13 E175s with Delta, leaving no major E175 expirations until late 2028.
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Western Digital Q2 FY2026 Earnings Call - AI-driven exabyte surge lifts revenue, margins and accelerates HAMR and ePMR rollouts
Western Digital reported a punchy Q2 FY2026, with revenue of $3.0 billion, EPS of $2.13, and shipments of 215 exabytes, up 22% year over year. Cloud customers drove the quarter, accounting for 89% of ...
- Revenue $3.0 billion in Q2 FY2026, up 25% year over year, above guidance.
- GAAP and non-GAAP EPS $2.13, up 78% year over year on a diluted share count of 378 million.
- Shipped 215 exabytes (EB) in the quarter, up 22% year over year, including 103 EB from latest-generation ePMR drives.
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OSI Systems Q2 FY2026 Earnings Call - Record Quarter, Mexico Timing to Pressure Q3 but H2 Cash and RF Opportunities Offer Upside
OSI delivered a clean, growth-oriented Q2: revenue of $464 million, up 11% year-over-year, and record Q2 non-GAAP adjusted EPS of $2.58. Strength came from Security and Optoelectronics, with Security ...
- Record Q2 performance: Revenues $464 million, up 11% year-over-year, and record Q2 non-GAAP adjusted EPS $2.58.
- Security division led growth, revenues $335 million, up 15% YoY, with service revenues and RF contributing materially.
- Excluding large Mexico security contracts, Security revenue jumped 31% YoY, showing healthy underlying demand.
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GSI Technology Q3 FY2026 Earnings Call - 3-Second TTFT Benchmark Bolsters Low-Power Edge AI Push
GSI reported $6.1 million in revenue for Q3 FY2026, up 12% year-over-year and 28.5% fiscal year-to-date, while investing heavily in its next-generation APU and memory roadmap. Management highlighted a...
- Q3 FY2026 revenue $6.1M, up 12% YoY and 28.5% fiscal YTD; down slightly from $6.4M in prior quarter.
- Gross margin 52.7% in Q3, down from 54.0% YoY and 54.8% sequentially, primarily due to product mix.
- Operating expenses rose to $10.1M vs $7.0M a year ago; R&D jumped to $7.5M driven by an IP purchase for the Plato APU and consulting/engineer hires.
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West Bancorporation, Inc. Q4 2025 Earnings Call - Net income up 35% for 2025, sold securities at a loss to buy flexibility for higher-yield growth
West Bank closed 2025 with clean credit, rising margins, and a deliberate securities sale that cost a one-time loss but bought optionality for 2026. Full-year net income jumped to $32.6 million, up 35...
- Full-year 2025 net income $32.6 million, up 35% from $24.1 million in 2024.
- Q4 2025 net income $7.4 million, versus $9.3 million in Q3 2025 and $7.1 million in Q4 2024.
- Company sold $64 million of available-for-sale securities in Q4 and recorded a pre-tax net loss of $4 million, described as a strategic repositioning.
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